The Royall Wealth Partnership

Derrick Royall

ACII, AFPS

I am a Chartered Financial Planner with over 25 years’ experience, based in Bristol, providing expertise, reassurance and support to help you to live the lifestyle you want, without having to worry about money.

My clients benefit from a clear, strategic approach that helps them make sense of where they are with their lives and how they can use their wealth effectively towards achieving what they want for their family and themselves.

We like working with:

  • Individuals who seek better returns and have a benevolent approach to life.
  • Families with wealth wishing to preserve their holdings for future generations.
  • Business owners looking to retire within the next 5-10 years.
  • Professionals and senior executives who are seeking to plan the next stage of their lives and enjoy a rewarding lifestyle.
  • Advising new businesses to achieve success.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. Your return may be less than you invested.

About

At Royall Wealth we have strong values and principles.

1: Patience

  • We won’t rush things for a quick result or quick fix. We focus on the long term for our clients and their business.

2: Transparency

  • Clients know exactly their options and we are always open in our approach and dealings. We provide clear explanations of our services and next steps.

3: Simplicity

  • Investment choices can be confusing; we aim to simplify the process.

4: Quality

  • We believe that by providing a high level of service and providing access to leading experts will yield the best long-term results.

Benefits

As a client of Royall Wealth, you will feel:

  • At Ease – you won’t be pressurised into making quick decisions.
  • Informed – we will explain matters clearly and keep you informed every step of the way.
  • Reassured – you will be dealing with experts in all financial matters, with guaranteed advice supported by a FTSE100 company.
  • Motivated – to put plans in place for a successful future.
  • Better off – good financial decisions result from expert advice given from Royall Wealth. .

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

Testimonials

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Derrick has advised us over a number of years and has always been transparent and trustworthy in assessing our financial situation and specific requirements. He gives us confidence in making decisions and is always very clear and patient when explaining financial jargon, helping us navigation wha...

Vince &amp%3B Margaret Geraci

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 29/02/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

The Royall Wealth Partnership is a trading name of The Royall Wealth Partnership Limited. The Royall Wealth Partnership Limited is registered in England and Wales, Number 09332186. Registered Office: Blenheim, Elm House, 10 Fountain Court, New Leaze, Bradley Stoke, Bristol, BS32 4LA.